SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,284,000 | -5.0% | 36,468 | -11.6% | 0.48% | -5.9% |
| Q1 2020 | $1,351,000 | -34.8% | 41,263 | -8.5% | 0.51% | -7.5% |
| Q4 2019 | $2,073,000 | +1.8% | 45,099 | +4.4% | 0.55% | +79.3% |
| Q3 2019 | $2,037,000 | +1.6% | 43,181 | -4.3% | 0.30% | -1.0% |
| Q2 2019 | $2,004,000 | -2.1% | 45,099 | -2.1% | 0.31% | -2.8% |
| Q1 2019 | $2,046,000 | +17.8% | 46,058 | +2.1% | 0.32% | +7.5% |
| Q4 2018 | $1,737,000 | -15.6% | 45,099 | -8.6% | 0.30% | -2.3% |
| Q3 2018 | $2,058,000 | -2.1% | 49,318 | -2.0% | 0.30% | -2.9% |
| Q2 2018 | $2,102,000 | +21.2% | 50,306 | +10.9% | 0.31% | +23.4% |
| Q1 2018 | $1,735,000 | +5.7% | 45,366 | +15.0% | 0.25% | +10.0% |
| Q4 2017 | $1,641,000 | – | 39,438 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |